President Curt Fey,PhD, CFA, CFP
Registered Investment Advisor
Investing for Income [1201]
In this month’s newsletter we take another look at investing for income, taking a different perspective than our March’11 Newsletter. We look at 4 categories of high income securities: Private Equities, Fixed Income, Materials, and Services. We select securities in each category that have a current yield above 8.5%, and positive 3 and 5 year returns, and look at their performance and price history for the last 5 years.
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